SOAMC

Spirit of America Management Corp Portfolio holdings

AUM $499M
1-Year Est. Return 22.08%
This Quarter Est. Return
1 Year Est. Return
+22.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$577K
2 +$453K
3 +$415K
4
CEG icon
Constellation Energy
CEG
+$387K
5
IDA icon
Idacorp
IDA
+$341K

Top Sells

1 +$4.49M
2 +$2.72M
3 +$2.59M
4
ET icon
Energy Transfer Partners
ET
+$2.39M
5
XOM icon
Exxon Mobil
XOM
+$2.35M

Sector Composition

1 Energy 34.78%
2 Real Estate 15.2%
3 Technology 15.13%
4 Utilities 10.43%
5 Financials 4.98%